+105.7%
MRK vs IAU
+105.6%
+0.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.4% | +0.5% |
| 7D | +0.7% | -4.6% | +5.3% | +1.0% |
| 30D | +0.3% | -5.4% | +5.7% | +0.5% |
| 3M | +9.7% | -10.9% | +20.5% | +10.3% |
| 6M | +32.0% | -17.4% | +49.3% | +33.1% |
| YTD | +43.3% | -10.2% | +53.5% | +44.1% |
| 1Y | +63.7% | -7.1% | +70.7% | +64.7% |
| 3Y | +58.0% | +97.7% | -39.7% | +54.8% |
| All | +105.7% | +105.6% | +0.1% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling